Rocket Lawyer Estate Planning vs Trust & Will
Rocket Lawyer Estate Planning
rocketlawyer.com
Trust & Will
trustandwill.comSide by side
| Figure | Rocket Lawyer Estate Planning | Trust & Will |
|---|---|---|
| Price from | $12.42/mo | $4.08/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 6 |
| Spec score · Estate Planning Software | 8.7 (#2) | 8.7 (#3) |
| Spec score · Legal Forms Software | 8.6 (#6) | 8.7 (#5) |
| Attorney support | Members can send an attorney a question and relevant documents for a written response within one business day, or schedule a live 20-minute call. | Optional Attorney Support provides one-on-one access to a licensed estate planning attorney for one year from purchase. |
| Mobile app | The mobile app lets users create, sign, download and print documents, scan uploads, store documents and ask Legal Pros questions. | The iOS and Android app lets members review documents and add or track assets, while document editing and plan updates are available on the website. |
| Rating on Apple App Store | 4.9 out of 5 from 16K ratings | 4.8 out of 5 from 140 ratings |
| Rating on Google Play | 4.8 out of 5 from 10.9K reviews | 4.8 out of 5 from 26 reviews |
| Rating on Trustpilot | 4.5 out of 5 from 9,843 reviews | 4.5 out of 5 from 5,871 reviews |
| Security controls | Rocket Lawyer states that documents are encrypted, card data is not stored on its servers, and the service uses SOC 2 and PCI DSS controls. | Trust & Will states that it uses 256-bit SSL bank-level encryption and is SOC 2 Type II compliant. |
| Service limitation | Rocket Lawyer says it is not a law firm and does not provide legal representation; Legal Advice Sessions are delivered by independent, licensed attorneys in its network. | Trust & Will states it is not a law firm, does not provide legal advice, and its forms are not a substitute for an attorney. |
| What it does | Rocket Lawyer provides online legal documents, estate-planning forms, electronic signatures, AI legal answers and access to attorneys. | Trust & Will provides guided, attorney-approved online wills, trusts, healthcare directives and other state-specific estate-planning documents. |
Plans
Rocket Lawyer Estate Planning
- Standard$34.99 a month
- Plus$49.99 a month
- Pro$64.99 a month
- Standard$149 a year
- Plus$249 a year
- Pro$349 a year
Trust & Will
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
In their own words
Rocket Lawyer Estate Planning
Rocket Lawyer Estate Planning helps people prepare documents for illness or loss, including a Last Will and Testament, Living Will, and Power of Attorney. Its questions are tailored to the user’s state, and its planning scope also includes trusts and beneficiary planning. Users can personalize, sign, share, and store documents. An AI legal assistant answers legal questions and can help identify documents that may fit a person’s needs. Members can send an attorney a question with relevant documents for a written response within one business day, or arrange a live 20-minute call. Standard costs $149 per year, Plus $249 per year, and Pro $349 per year; all include unlimited AI legal Q&A, contract reviews, documents, and e-signatures, with different allowances for attorney questions and live consultations. A 7-day trial is listed. The service is available on iOS and the web. Rocket Lawyer says it is not a law firm and does not provide legal representation; Legal Advice Sessions are provided by independent, licensed attorneys.
Trust & Will
Trust & Will is an online platform for creating or updating wills, trusts and other estate planning documents. The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets and certification of trust. Estate plan creation is available through a free option without ongoing membership; the Will Plan starts at $199 and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, but document editing and plan updates take place on the website. The company says its plans are state-specific and must be signed and notarized after receipt or download to be legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.